Asit Sharma

speaker

746 appearances 7 recordings 1 series first heard Nov 2025 last heard 27 Jan

Asit Sharma’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 7 in all, peaking in Jan 2026 with 3.

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This is why Rick says, look, the stock price is ahead of where the tech is just now.

I'll point out,

NVIDIA, great story here.

They invested in Intel also, $5 billion.

They've been testing out 18A.

They backed off, we heard in December, from going any further in their tests.

Now, we shouldn't confuse this with NVIDIA getting really down on Intel's process.

NVIDIA, in the first place, is using this for its CPUs.

To get to where it needs to for 1880 to be part of its GPU process flow, that development flow, it's going to take a lot.

Intel is going to have to prove a lot.

But they've got the money from NVIDIA.

NVIDIA is a great partner.

for all the other stuff.

There's a lot for this story to work out in the future.

I myself, full disclosure here, more than $60.

I purchased some Intel early last year and have enjoyed the gains.

But I realize as a rational shareholder, it's still got to come up with a major foundry partner.

More big players need to step forward and say, we're going to use this technology before we can feel that Intel's out of the woods.

Yeah, Tim, I am a dollar-cost average in buy on Intel.

I think Rick put it so wonderfully, that doesn't have to be dollar-cost averaging it every month this year.

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